Advisory Services Network’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Advisory Services Network’s Portfolio BSVO Stock Details BSVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Hold	9,486	–	–	﹤0.01%	1717
2025 Q4	$221K	Buy	9,486 +138	+1%	+$3.17K	﹤0.01%	1658
2025 Q3	$212K	Buy	+9,348	New	+$205K	﹤0.01%	1664
2025 Q1	–	Sell	-9,348	Closed	-$202K	–	1627
2024 Q4	$202K	Buy	+9,348	New	+$210K	﹤0.01%	1483
2024 Q2	–	Sell	-9,649	Closed	-$205K	–	1547
2024 Q1	$205K	Buy	+9,649	New	+$197K	﹤0.01%	1333

Other funds holding BSVO

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Kaufman Rossin Wealth Miami, Florida $174M AUM 31.63% 1-Year Est. Return

Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return